HighTower Advisors’s VanEck Bitcoin Trust HODL Stock Holding History

HighTower Advisors’s Portfolio HODL Stock Details HODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$533K	Sell	32,078 -1,924	-6%	-$39.1K	﹤0.01%	2686
2026 Q1	$651K	Buy	34,002 +1,757	+5%	+$37.9K	﹤0.01%	2499
2025 Q4	$797K	Buy	32,245 +4,680	+17%	+$132K	﹤0.01%	2283
2025 Q3	$892K	Buy	27,565 +5,436	+25%	+$176K	﹤0.01%	2187
2025 Q2	$674K	Sell	22,129 -1	-0%	-$28	﹤0.01%	2291
2025 Q1	$516K	Buy	22,130 +874	+4%	+$23K	﹤0.01%	2429
2024 Q4	$562K	Buy	21,256 +4,884	+30%	+$115K	﹤0.01%	2387
2024 Q3	$294K	Buy	+16,372	New	+$282K	﹤0.01%	2825

Other funds holding HODL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

HighTower Advisors's HODL Position: Q2 2026 in Review

HighTower Advisors reduced its VanEck Bitcoin Trust (HODL) stake by 5.7% in Q2 2026, selling an estimated $39.1K and leaving 32,078 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

HighTower Advisors first reported a position in HODL in Q3 2024 and has held it in 8 quarters since. The position peaked at $892K in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

HighTower Advisors held 32,078 shares of VanEck Bitcoin Trust worth $533K as of Q2 2026.
HighTower Advisors sold 1,924 VanEck Bitcoin Trust shares in Q2 2026, an estimated $39.1K.
VanEck Bitcoin Trust made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2686 holding.
HighTower Advisors first reported a position in VanEck Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
HighTower Advisors's VanEck Bitcoin Trust position peaked at $892K in Q3 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.